R & M Wealth Management LLP

Reference number: 415513

Instant download

Appointed representative

This firm does not hold FCA authorisation of its own, and acts under a principal firm, which is legally responsible for its regulated business.

Responsible principal firm

St. James's Place Wealth Management Plc Reference number: 195351 Authorised View firm →
What does this mean?
  • An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
  • R & M Wealth Management LLP (FRN 415513) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use R & M Wealth Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from R & M Wealth Management, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
  • Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

In the full report: 3 background checks, 1 thing worth a closer look

  • When rmwmllp.co.uk first appeared online, and whether it can receive email
  • What kind of line 0118 977 0475 is
  • Who else gives the postcode RG10 0JR
Instant PDF download
Other names (3)

If you were contacted under any of these names, it is this firm.

  • Simon Reid Former name
  • The Reid Family Partnership LLP Former name
  • Simon Reid Wealth Management Former trading name

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
OC363687
Company status
Active
Company type
Limited liability partnership
Incorporated
11 April 2011 (15 years old)
Registered office
Durlstone Milley Road, Waltham St Lawrence, Reading, Berkshire, RG10 0JR

Directors and company secretaries

Name Role Born Appointed Other companies
Simon John Reid LLP designated member Nov 1963 11 Apr 2011 4 other companies
Christine Reid LLP designated member Aug 1965 11 Apr 2011 2 other companies
Gareth Maude LLP designated member Jun 1985 1 Apr 2013 1 other company
Rhona Mckinnon LLP member May 1995 2 May 2017 None
Karina Maude LLP member Jul 1981 2 Sep 2019 None
Robert Reid LLP designated member May 1999 1 Jan 2021 None
Lewis Brophy LLP member Mar 2003 1 Oct 2025 None
Stuart Christopher Jeremiah Brown LLP member May 1970 6 Apr 2026 2 other companies
Susan Whitaker LLP member Jul 1960 6 Apr 2026 None

Other companies run by these 9 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
6
closed down
3
run together
2

In the full report: all 6 companies, named

  • What each company does, and whether it is still trading
  • Which of these 9 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 2 companies these 9 directors run together
  • All 21 people who have ever been directors, with their dates
Instant PDF download

Key dates in its history

R & M Wealth Management’s history from the FCA register and Companies House, newest first.

Key events (6) All events (39)

2019

28 February 2019

  • Changed its registered name from "The Reid Family Partnership LLP"

FCA register

2016

6 April 2016

  • Christine Reid became a part-owner (25–50% of shares)
  • Simon John Reid became the majority owner (50–75% of shares)

Companies House

2012

3 February 2012

  • Changed its registered name from "Simon Reid"

FCA register

2011

11 April 2011

  • Incorporated at Companies House

Companies House

2004

23 November 2004

  • Became an appointed representative

FCA register

In the full report: all 39 events

  • All 39 events in its history (6 shown here)
  • Every director appointment and resignation: 31
Instant PDF download

Firms like R & M Wealth Management

Other firms of the same type (financial adviser), nearest first.

In the Reading (RG) postcode area

Alastair Frith Wealth Management (IFA) LimitedReadingAppointed representativeAndrew Edward DellReadingAppointed representativeAndrew Street Wealth Management LtdNewburyAppointed representativeAntony WoodBracknellAppointed representativeApex Financial Services & Wealth Management LtdAppointed representativeApperley Wealth Management LimitedHenley-on-ThamesAppointed representative

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on R & M Wealth Management

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 6 other companies its directors have run, named
  • 3 background checks on its contact details, 1 flagged
  • All 39 events in its history

Instant PDF One-off payment Secure checkout by Stripe

Frequently asked questions about this firm

Is R & M Wealth Management LLP FCA authorised?
R & M Wealth Management LLP (FRN 415513) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does appointed representative mean for R & M Wealth Management?
An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct. R & M Wealth Management LLP (FRN 415513) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use R & M Wealth Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from R & M Wealth Management, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances. Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
What is R & M Wealth Management’s phone number and website?
The FCA register lists the phone number 0118 977 0475 and the website rmwmllp.co.uk for R & M Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is R & M Wealth Management a scam or clone?
R & M Wealth Management is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with R & M Wealth Management?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for R & M Wealth Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns R & M Wealth Management?
Companies House lists 2 people with significant control of R & M Wealth Management: Mr Simon John Reid (50–75% of votes) and Mrs Christine Reid (25–50% of votes).
Who runs R & M Wealth Management?
Companies House lists 9 directors of R & M Wealth Management: Simon John Reid, Christine Reid, Gareth Maude, Rhona McKinnon, Karina Maude, Robert Reid and 3 more.
How long has R & M Wealth Management been in business?
The company was formed on 11 April 2011.
Does R & M Wealth Management use any other names?
It has previously used 3 other names: Simon Reid, The Reid Family Partnership LLP and Simon Reid Wealth Management.

Sources and links

The full report on R & M Wealth Management LLP

£19.99 · Instant PDF download

Loading secure checkout…